Xy Planning Network, Inc. Schwab Strategic Tr Us Dividen Transaction History
Xy Planning Network, Inc.
- $150 Billion
- Q1 2025
A detailed history of Xy Planning Network, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Xy Planning Network, Inc. holds 41,316 shares of SCHD stock, worth $1.08 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
41,316
Previous 56,472
26.84%
Holding current value
$1.08 Million
Previous $1.54 Billion
25.12%
% of portfolio
0.77%
Previous 1.16%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,999Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio